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Our team

Our experts work together to create an experience that extends an independent advisor’s value proposition.

We understand the advice business. Our team brings together experts from different disciplines who know how to create an exceptional advisor and investor experience.

Managing Director, North Region

Managing Director, Advisor Technology Experience

Managing Director, West Region

Head of Products and Solutions

Managing Director, RIA Client Experience, Business Development, and Strategy

Head of Sales and Experience

Head of Portfolio Management Experience

Head of Practice Management

Managing Director, National Accounts

Managing Director, Central Region

Director of Investment Planning

Head of Digital Engagement

Managing Director, South Region

Managing Director, Custody and Integration

Head of Advisor Service and Operations

Executive Vice President, Head of Global Asset Management

Head of Investment Products and Personalization

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